A detailed history of Carbahal Olsen Financial Services Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Carbahal Olsen Financial Services Group, LLC holds 5,001 shares of IWN stock, worth $873,524. This represents 0.71% of its overall portfolio holdings.

Number of Shares
5,001
Previous 5,159 3.06%
Holding current value
$873,524
Previous $814 Million 8.63%
% of portfolio
0.71%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$157.1 - $178.94 $24,821 - $28,272
-158 Reduced 3.06%
5,001 $884 Million
Q2 2025

Jul 25, 2025

SELL
$131.84 - $157.76 $922 - $1,104
-7 Reduced 0.14%
5,159 $814 Million
Q1 2025

May 06, 2025

BUY
$149.27 - $169.4 $2,686 - $3,049
18 Added 0.35%
5,166 $780 Million
Q4 2024

Feb 13, 2025

BUY
$162.69 - $181.35 $837,528 - $933,589
5,148 New
5,148 $845 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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